Purchases and Sales Made in Q4 2023 in Vanguard S&P 500 Value ETF (VOOV)

VOOV Quotes by TradingView

This table provides information about the institutional ownership of Vanguard S&P 500 Value ETF (VOOV) during Q4 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P 500 VALUE ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 15, 2024 Q4 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
332
New
$47.4K - $55.9K
332 $65.4K
Feb 14, 2024 Q4 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
288
+ 3.06%
$41.1K - $48.5K
9.71K $1.91M
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
258
+ 14.86%
$36.8K - $43.4K
1.99K $393K
Mar 15, 2024 Q4 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
240
+ 5.63%
$34.3K - $40.4K
4.5K $887K
Jan 22, 2024 Q4 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
232
+ 7.24%
$33.1K - $39.1K
3.44K $677K
Jan 18, 2024 Q4 2023
Caprock Group, Inc.

BUY
 -
183
+ 1.01%
$26.1K - $30.8K
18.3K $3.61M
Feb 13, 2024 Q4 2023
Personal Cfo Solutions, LLC

BUY
 -
171
+ 2.51%
$24.4K - $28.8K
6.98K $1.37M
Jan 22, 2024 Q4 2023
Secure Asset Management, LLC

BUY
 -
154
+ 4.11%
$22K - $25.9K
3.91K $770K
Jan 25, 2024 Q4 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
142
+ 7.38%
$20.3K - $23.9K
2.07K $407K
Jan 24, 2024 Q4 2023
Arkadios Wealth Advisors

BUY
 -
134
+ 7.22%
$19.1K - $22.6K
1.99K $392K
Jan 09, 2024 Q4 2023
Wedmont Private Capital

BUY
 -
121
+ 2.18%
$17.3K - $20.4K
5.68K $1.12M
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
97
New
$13.8K - $16.3K
97 $19.1K
Feb 14, 2024 Q4 2023
Geller Advisors LLC

New York, NY
BUY
 -
93
+ 1.01%
$13.3K - $15.7K
9.31K $1.83M
Jan 10, 2024 Q4 2023
Park Avenue Securities LLC

BUY
 -
76
+ 3.43%
$10.8K - $12.8K
2.29K $451K
Feb 05, 2024 Q4 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
74
+ 2.57%
$10.6K - $12.5K
2.95K $582K
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
72
+ 1.46%
$10.3K - $12.1K
5K $985K
Jan 26, 2024 Q4 2023
Arbor Investment Advisors, LLC

BUY
 -
65
+ 0.82%
$9.28K - $10.9K
7.99K $1.57M
Feb 05, 2024 Q4 2023
Savant Capital, LLC

BUY
 -
64
+ 0.63%
$9.14K - $10.8K
10.1K $2M
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
62
New
$8.85K - $10.4K
62 $12.2K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
54
New
$7.71K - $9.09K
54 $10.6K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
53
+ 0.25%
$7.57K - $8.92K
21.5K $4.25M
Jan 08, 2024 Q4 2023
Capital Advisors Wealth Management, LLC

BUY
 -
52
+ 1.01%
$7.42K - $8.76K
5.18K $1.02M
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
50
+ 87.72%
$7.14K - $8.42K
107 $21.1K
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
50
New
$7.14K - $8.42K
50 $9.85K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
49
+ 1.77%
$7K - $8.25K
2.82K $556K
Jan 12, 2024 Q4 2023
Hfg Advisors, Inc.

BUY
 -
49
+ 0.44%
$7K - $8.25K
11.3K $2.23M
Feb 14, 2024 Q4 2023
Silicon Valley Capital Partners

BUY
 -
45
+ 1.01%
$6.42K - $7.58K
4.51K $889K
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
39
+ 0.06%
$5.57K - $6.57K
64.8K $12.8M
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
38
+ 0.42%
$5.42K - $6.4K
9.04K $1.78M
Jan 30, 2024 Q4 2023
Sierra Capital LLC

BUY
 -
35
+ 0.31%
$5K - $5.89K
11.3K $2.23M
Feb 08, 2024 Q4 2023
Meridian Wealth Management, LLC

BUY
 -
32
+ 2.11%
$4.57K - $5.39K
1.55K $305K
Jan 12, 2024 Q4 2023
Westside Investment Management, Inc.

BUY
 -
25
New
$3.57K - $4.21K
25 $4.93K
Jan 10, 2024 Q4 2023
Marshall Financial Group LLC

BUY
 -
23
+ 0.66%
$3.28K - $3.87K
3.53K $696K
Feb 13, 2024 Q4 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
21
+ 0.86%
$3K - $3.54K
2.46K $486K
Jan 11, 2024 Q4 2023
Shulman De Meo Asset Management LLC

BUY
 -
21
+ 1.0%
$3K - $3.54K
2.12K $418K
Feb 09, 2024 Q4 2023
Oxler Private Wealth LLC

New York, NY
BUY
 -
19
+ 1.03%
$2.71K - $3.2K
1.86K $366K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
18
+ 2.83%
$2.57K - $3.03K
655 $129K
Feb 13, 2024 Q4 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
18
+ 1.04%
$2.57K - $3.03K
1.75K $345K
Jan 23, 2024 Q4 2023
Cahaba Wealth Management, Inc.

BUY
 -
18
+ 1.0%
$2.57K - $3.03K
1.82K $358K
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
14
+ 0.88%
$2K - $2.36K
1.61K $317K
Feb 09, 2024 Q4 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
13
+ 0.94%
$1.86K - $2.19K
1.4K $276K
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
11
+ 0.66%
$1.57K - $1.85K
1.68K $331K
Jan 29, 2024 Q4 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
10
+ 0.11%
$1.43K - $1.68K
9.01K $1.78M
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
10
New
$1.43K - $1.68K
10 $1.97K
Feb 08, 2024 Q4 2023
Prestige Wealth Management Group LLC

BUY
 -
4
+ 80.0%
$571 - $674
9 $1.77K
Apr 26, 2024 Q4 2023
Prestige Wealth Management Group LLC

BUY
 -
4
+ 80.0%
$571 - $674
9 $1.77K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
3
+ 0.41%
$428 - $505
726 $143K
Feb 01, 2024 Q4 2023
Larson Financial Group LLC

BUY
 -
2
+ 1.42%
$286 - $337
143 $28.2K
Feb 14, 2024 Q4 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
1
+ 0.07%
$143 - $168
1.54K $303K

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